M1 Finance Promotion
Webull Promotion
M1 Finance Promotion
Points to remember:
• M1 Finance will pay you $75 for each eligible friend you refer.
• Up to ten referral bonuses can be earned under the promo per calendar year, for a total payout of $750.
• A minimum deposit of $10,000 is required in the new brokerage or retirement account.
Spreading the word about M1 Finance could be rewarding if you follow the rules below for this special promotion.
M1 Finance Bonus Offer Details
Here’s how this deal works: refer friends to M1 Finance and earn $75 for each referred friend who opens a brokerage or retirement account and deposits at least $10,000 within 30 days of signup. The new customer also gets $75.
The new account opened by the referred party must be a brokerage or retirement account. It cannot be only a cash account. The $10,000 must be deposited into a brokerage or retirement account at M1. Eligible accounts include individual, joint, custodial, trust, and retirement accounts (Traditional, Roth, or SEP IRA).
On the referring side, there is a limit of 10 bonuses per calendar year, so the maximum annual payout is $750. The referring customer must also have a funded M1 brokerage account.
The referred customer must be brand new to M1 Finance with no accounts ever opened before. Furthermore, the new customer must deposit at least $10,000 within 30 calendar days of creating an M1 login. The required funding must be maintained in an M1 brokerage or retirement account for at least 30 calendar days after funding.
To participate in this deal, new and existing clients of M1 Finance must be eligible to open accounts, meaning they must be U.S. citizens or U.S. permanent residents, be at least 18 years of age, have a current U.S. residential address, and have a valid U.S. phone number.
Referring Friends to M1 Finance
The new customer must open their account through a special referral link. If they don’t open their new account through this link, neither they nor the referring customer will receive a cash prize. Obviously, it’s important to use this special link.
To find the referral link, log into the website and click on the promotion in the upper-right corner. On the next page, you can copy your unique referral link and send it to friends, family, and people “you know personally and who will be glad to get it,” according to M1’s rules.
On the mobile app, tap on the Invest tab in the main menu. Next, tap on the menu icon in the upper-left corner and select “Get up to $750 a year.” The referral link will show up only if you have a funded account.
Getting the Payment
Within 14 business days after the new customer successfully opens and funds an eligible account, and maintains the required funding for 30 calendar days, M1 Finance will deposit $75 into the payment accounts of both customers.
A payment account within the terms and conditions of this special is a taxable joint or individual brokerage account. It cannot be an IRA. If either customer doesn’t have a valid payment account, they won’t receive a bonus.
If you have more than one taxable account, it’s possible to switch among them. Just go to the Settings page and select the link for referral payments.
The cash prize must be held in the M1 account for at least 90 days after receipt.
Taxation
M1’s cash bonuses are taxable in the year received and may be reported on Form 1099-MISC or Form 1042-S, if applicable.
Updated on 7/15/2026.
Chad Morris is a financial writer with more than 20 years experience
as both an English teacher and an avid trader. When he isn’t writing
expert content for Brokerage-Review.com, Chad can usually be found
managing his portfolio or building a new home computer.
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